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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $777 | $25,014-96.9% | $69,623-98.9% | $80,935-99.0% |
| Participation rate | 65.4% | 64.2%+1.2pp | 66.4%-1.1pp | 67.7%-2.3pp |
| Annual return | 13.09% | 19.08%-6.0pp | 101.23%-88.1pp | 35.66%-22.6pp |
| Employer contribution / active EE | $783 | $991-21.1% | $1,709-54.2% | $2,757-71.6% |
| Participant deferral / active EE | $2,205 | $1,840+19.8% | $2,890-23.7% | $4,299-48.7% |
| Admin fee / account holder | $684 | $2,491-72.5% | $4,696-85.4% | $6,924-90.1% |